Original filing (PDF)20250807132706NAL0003735219001

MCENERY PRICE MESSEY & SULLIVAN, LLC

Name: MCENERY PRICE MESSEY & SULLIVAN, LLC — MCENERY PRICE MESSEY & SULLIVAN, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MCENERY PRICE MESSEY & SULLIVAN, LLC

Form 5500-SF

FILING_RECEIVED

MCENERY PRICE MESSEY & SULLIVAN, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCENERY PRICE MESSEY & SULLIVAN, LLC.

Plan sponsor

Name

MCENERY PRICE MESSEY & SULLIVAN, LLC

EIN

46-5595403

Address

344 WEST MAIN STREET · MILFORD, CT · 06460

Phone

(203) 361-3991

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JEFFREY A. MILLER

JEFFREY A. MILLER RETIREMENT PLAN

$2.1M · 3 participants

HAWKINS, SPIZMAN, FORTAS, LLC

HAWKINS, SPIZMAN, FORTAS, LLC 401(K) PROFIT SHARING PLAN

$2.1M · 14 participants

LAW OFFICE OF JOHN KING

LAW OFFICE OF JOHN KING 401(K) PROFIT SHARING PLAN

$2.1M · 14 participants

LAW OFFICE OF DAVID H. POLLACK, LLC

LAW OFFICE OF DAVID H. POLLACK, LLC 401(K) PROFIT SHARING PLAN

$2.1M · 2 participants

SAM POLVERINO

SAM POLVERINO 401(K) PROFIT SHARING PLAN